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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,861 | $124,346+105.8% | $111,308+129.9% | $167,536+52.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.02% | 37.45%-19.4pp | 54.67%-36.6pp | 478.82%-460.8pp |
| Employer contribution / active EE | $6,732 | $3,437+95.8% | $2,732+146.4% | $4,839+39.1% |
| Participant deferral / active EE | $9,495 | $5,182+83.2% | $4,487+111.6% | $6,342+49.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |